WealthShield Partners’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,067
Closed -$175K 242
2021
Q2
$175K Buy
2,067
+211
+11% +$17.9K 0.03% 280
2021
Q1
$157K Sell
1,856
-1,977
-52% -$167K 0.03% 280
2020
Q4
$319K Sell
3,833
-896
-19% -$74.6K 0.06% 230
2020
Q3
$386K Buy
+4,729
New +$386K 0.14% 162